Park Avenue Securities’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Park Avenue Securities’s Portfolio LCTU Stock Details LCTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.6M	Sell	419,357 -14,230	-3%	-$1.1M	0.21%	80
2026 Q1	$30.4M	Sell	433,587 -38,084	-8%	-$2.8M	0.24%	69
2025 Q4	$34.9M	Buy	471,671 +5,807	+1%	+$427K	0.3%	53
2025 Q3	$33.8M	Buy	465,864 +10,845	+2%	+$757K	0.26%	63
2025 Q2	$30.6M	Buy	455,019 +9,067	+2%	+$563K	0.28%	57
2025 Q1	$27M	Buy	445,952 +1,808	+0.4%	+$116K	0.33%	39
2024 Q4	$28.4M	Buy	444,144 +5,023	+1%	+$323K	0.29%	51
2024 Q3	$27.6M	Sell	439,121 -57,008	-11%	-$3.44M	0.31%	46
2024 Q2	$29.5M	Sell	496,129 -9,583	-2%	-$548K	0.36%	45
2024 Q1	$29M	Sell	505,712 -7,318	-1%	-$400K	0.38%	41
2023 Q4	$26.9M	Buy	513,030 +98,401	+24%	+$4.81M	0.37%	42
2023 Q3	$19.5M	Buy	414,629 +104,602	+34%	+$5.13M	0.3%	45
2023 Q2	$15.1M	Buy	310,027 +7,739	+3%	+$357K	0.24%	56
2023 Q1	$13.7M	Buy	302,288 +50,388	+20%	+$2.23M	0.24%	59
2022 Q4	$10.7M	Buy	251,900 +82,723	+49%	+$3.54M	0.19%	79
2022 Q3	$6.75M	Buy	169,177 +72,957	+76%	+$3.23M	0.13%	95
2022 Q2	$4.02M	Buy	+96,220	New	+$4.39M	0.08%	160

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

Park Avenue Securities's LCTU Position: Q2 2026 in Review

Park Avenue Securities reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 3.3% in Q2 2026, selling an estimated $1.1M and leaving 419,357 shares worth $33.6M. The position accounts for 0.21% of the portfolio, ranked #80.

Park Avenue Securities first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $34.9M in Q4 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Park Avenue Securities held 419,357 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $33.6M as of Q2 2026.
Park Avenue Securities sold 14,230 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $1.1M.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.21% of Park Avenue Securities's portfolio in Q2 2026, its #80 holding.
Park Avenue Securities first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 17 quarters since.
Park Avenue Securities's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $34.9M in Q4 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.